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AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
901	Winslow Capital Management Minneapolis, Minnesota	$31K	-$289M	1	0%	Reduced
902	AWM AllSquare Wealth Management Albany, New York	$30K	+$27.3K	1	0.03%	New
903	BIG Bellwether Investment Group Chattanooga, Tennessee	$30K	+$21.2K	1	0.08%	Increased
904	CCM Cribstone Capital Management Augusta, Maine	$30K	-$3.17K	2	0.02%	Reduced
905	WPA West Paces Advisors Atlanta, Georgia	$29.1K	-$3.3K	2	0.02%	Reduced
906	Bartlett & Co Cincinnati, Ohio	$29K	$0	1	0%	Maintained
907	HCM Highlander Capital Management Short Hills, New Jersey	$29K	$0	1	0.02%	Maintained
908	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$29K	+$24.8K	1	0.03%	Increased
909	VCM Versant Capital Management Phoenix, Arizona	$29K	-$235	2	0.02%	Reduced
910	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$27.1K	+$26.9K	2	0%	New
911	AIL AGF Investments LLC Toronto, Ontario, Canada	$26K	-$15K	2	0.01%	Reduced
912	JFA JNBA Financial Advisors Bloomington, Minnesota	$26K	$0	1	0.01%	Maintained
913	TFO Tarbox Family Office Newport Beach, California	$26K	$0	2	0.01%	Maintained
914	DBT Dubuque Bank & Trust Dubuque, Iowa	$25K	+$4.7K	1	0.01%	Increased
915	Loomis, Sayles & Company Boston, Massachusetts	$25K	-$3.17K	1	0%	Reduced
916	ANBT American National Bank & Trust Wichita Falls, Texas	$24K	$0	1	0.01%	Maintained
917	FMA FNY Managed Accounts New York	$24K	+$21.1K	1	0.07%	New
918	Krilogy Financial St. Louis, Missouri	$24K	$0	3	0.01%	Maintained
919	Capital Guardian Trust Los Angeles, California	$23K	$0	2	0%	Maintained
920	IHT Wealth Management Chicago, Illinois	$23K	-$12.1K	1	0.02%	Reduced
921	RFM Royal Fund Management Lady Lake, Florida	$23K	+$21.5K	2	0.01%	New
922	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$21K	$0	2	0.01%	Maintained
923	NYLT New York Life Trust New York	$21K	-$256K	2	1.02%	Reduced
924	PHK Point72 Hong Kong Hong Kong	$21K	-$1.19M	2	0.03%	Reduced
925	TCM Tradewinds Capital Management Bellingham, Washington	$21K	-$1K	2	0.01%	Reduced